Greybull Advisors, LLC

Greybull Advisors provides discretionary investment advisory services exclusively to privately offered pooled vehicles, advising a series of venture capital and private equity funds (including Fund I, Fund II and Fund III) and related investment vehicles. Its fund investors are required to meet accredited/qualified client standards and the Adviser conducts its services pursuant to each fund’s governing documents.

The firm targets management‑owned, smaller middle‑market companies—typically businesses with under $5 million of EBITDA—focusing on subscription‑based and recurring business services and seeking equity investments generally in the $3–$15 million range in companies valued between $5 and $50 million. Greybull prefers control transactions but will use flexible structuring and minority investments with significant controls, pursues conservative leverage, and emphasizes in‑house operating support to professionalize companies and increase recurring revenue.

Distinctive features include an affiliated lending vehicle, Greybull Finance Company (GFC), which provides debt financing to portfolio companies and is funded in part by the funds, and explicit disclosures about transaction fees and the different ways those fees may offset management fees across funds. The firm also discloses prior fund performance in its materials and uses third‑party fundraising support (it retained Acalyx Advisors as placement agent), practices that the brochure highlights as part of its marketing and capital‑raising activities.